AIM

Artemis Investment Management Portfolio holdings

AUM $7.77B
1-Year Est. Return 35.51%
This Quarter Est. Return
1 Year Est. Return
+35.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.51B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$116M
3
+$86.4M
4
QCOM icon
Qualcomm
QCOM
+$71M
5
DIS icon
Walt Disney
DIS
+$66.9M

Top Sells

1
+$93.5M
2
+$82.4M
3
+$75.5M
4
MSFT icon
Microsoft
MSFT
+$69.5M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$64.4M

Sector Composition

1 Technology 19.84%
2 Financials 19.33%
3 Industrials 15.51%
4 Consumer Discretionary 12.74%
5 Healthcare 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$268M 2.8%
1,646,440
-573,760
2
$225M 2.36%
2,570,160
+1,653,880
3
$222M 2.32%
5,069,510
+238,650
4
$207M 2.16%
755,827
-108,239
5
$198M 2.07%
751,388
+82,473
6
$179M 1.87%
764,704
+204,861
7
$164M 1.72%
690,979
+3,176
8
$163M 1.71%
1,231,034
-177,537
9
$154M 1.61%
3,433,640
-105,912
10
$131M 1.37%
3,667,012
+3,249,266
11
$130M 1.36%
586,287
-312,431
12
$128M 1.34%
1,010,328
+243,787
13
$124M 1.3%
1,920,704
+998,574
14
$116M 1.21%
429,250
+41,554
15
$113M 1.19%
1,162,646
+87,844
16
$110M 1.15%
719,398
+465,546
17
$109M 1.14%
2,319,969
+174,522
18
$106M 1.11%
406,031
+58,424
19
$106M 1.11%
877,428
+492,282
20
$104M 1.09%
323,287
+268,527
21
$103M 1.07%
1,530,981
-50,024
22
$101M 1.06%
628,249
+20,173
23
$98.5M 1.03%
1,928,201
-125,823
24
$96.7M 1.01%
43,380
+23,329
25
$95.6M 1%
1,549,691
+1,081,036
1
2 3 4 5